Pacific Capital Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-22	Closed	-$9.36K	–	161
2024 Q4	$9.36K	Sell	22 -181	-89%	-$78.3K	﹤0.01%	277
2024 Q3	$85.9K	Hold	203	–	–	0.01%	117
2024 Q2	$79.4K	Sell	203 -32	-14%	-$12.4K	0.01%	121
2024 Q1	$93.5K	Buy	+235	New	+$90.5K	0.02%	99

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's DIA Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2025, closing a stake of 22 shares — an estimated $9.36K sold.

Pacific Capital Wealth Advisors first reported a position in DIA in Q1 2024 and held it in 4 quarters. The position peaked at $93.5K in Q1 2024. 1,255 funds tracked by Wall St. Rank hold DIA as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 22 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2025, an estimated $9.36K.
Pacific Capital Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and held it in 4 quarters.
Pacific Capital Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $93.5K in Q1 2024.
1,255 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.